Financial Consultant, Senior Financial Consultant

California Housing Partnership

. Advise clients on financial strategies to structure and maximize equity and bond or loan proceeds .

Posted 9/25/2026full-timeCalifornia • United StatesSenior💰 $135,000 - $165,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in affordable multifamily housing development and financing, with a strong focus on financial projections, LIHTC applications, and investor negotiations. Capable of providing technical assistance and training while aligning with organizational values.

Highest-signal resume keywords

Affordable Multifamily Housing DevelopmentLIHTC ExperienceFinancial Proforma ModelingTax-Exempt Bond StructuringMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Strategy DevelopmentEquity Investor SelectionDeal NegotiationProject Economics AnalysisTax Credit ComplianceSyndication StructuringFunding Source AnalysisProforma DevelopmentFinancial Projections PreparationRegulatory Considerations

Soft Skills

Organizational SkillsMultitaskingInterpersonal SkillsVerbal CommunicationWritten Communication

Tools & Technologies

SalesforceDropboxGoogle DriveMicrosoft OneDriveApple Computers

Industry Keywords

Affordable Housing PolicyNonprofit FinancingHousing Development TrainingCalifornia HCD ProgramsTax Credit Investment Structuring

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Advise clients on financial strategies to structure and maximize equity and bond or loan proceeds
Advise on selection of equity investors and lenders and negotiate deal terms
Prepare financial projections and assist partners in obtaining funding from competitive programs
Independently run the Partnership’s in-house proforma considering funding sources, rules, and interactions
Provide expert advice to nonprofit and local government housing agency partners on financing programs and services
Provide consulting services on syndication and resyndication structuring, tax and financial concepts, and investor negotiating strategies
Advise on exit strategies for projects reaching the end of their 15-year Tax Credit compliance period
Analyze project economics, tax and regulatory considerations, and structure financing plans to help nonprofit sponsors retain ownership
Assist in designing and delivering training programs, including Housing Development Training Institute sessions
Provide expert technical assistance to nonprofit and local government housing agency staff
Provide coaching and mentoring to project managers and engage housing development directors in financing discussions
Share information on pricing trends, program regulations, and funding sources
Periodically assist with basic office administrative functions

Requirements

What you’ll need

Financial Consultant: At least four (4) years' experience in affordable multifamily housing development and financing
Senior Financial Consultant: At least seven (7) years' experience in affordable multifamily housing development and financing
Master’s degree in a directly related field may substitute for up to one year of work experience
Detailed knowledge of current multifamily financing techniques and resources, including rules of major financing programs
Extensive hands-on LIHTC experience, including preparing LIHTC applications with minimal supervision and detailed knowledge of LIHTC investment structuring and analysis
Extensive experience developing and running multifamily rental real estate proformas
Senior Financial Consultant: extensive hands-on experience in at least one of applying for and structuring tax-exempt bonds and State of CA HCD programs; proforma modeling including full tax analysis; or lender/investor negotiations and document review
Knowledge of and ability to communicate about affordable rental housing policy issues
Proficiency with Apple computers and cloud-based tools such as Salesforce, DropBox, Google Drive, and Microsoft OneDrive, or willingness and ability to learn them
Expert-level ability with Microsoft Office products including Excel, Word, and PowerPoint
Alignment with the Partnership’s mission and core organizational and equity values
Ability and willingness to travel within California
Strong organizational, multitasking, interpersonal, verbal, and written communication skills

Benefits

Comp & perks

Health, Dental, Vision, Life, and Long-Term Disability Insurance
Health Related Pre-Tax Reimbursement Account
Employee Assistance Plan
403(b) Retirement Plan with employer contributions based on years of service
Hybrid work model and flexible schedule arrangements
Sabbatical Leave
Commuter benefits
100% employer-paid medical, dental, and vision insurance
80% premium coverage for dependents
Medical waiver subsidy for employees who opt out of health insurance
Employer-paid Health Reimbursement Account (HRA) covering up to $1,200/year for out-of-pocket medical expenses
Employer-funded Specialty Reimbursement Account of up to $500 for home office equipment in the first year and $250 annually thereafter
Cell phone and home internet reimbursement
Office commuter subsidy of up to $220 per month
Dependent Care Flexible Spending Account (FSA)
Immediate paid time off (PTO) accrual and usage with no waiting period
Access to an Employee Assistance Program (EAP) for mental health and personal support
Annual performance-based salary increases